(Estimated time: 2 minutes)

You just installed NextLead and want guidance on how to create your first sale? Here are the steps to follow to complete this task quickly:

1. First, go to the Sales tab and click on Create a sale in the top right corner:

Sales tab

1. On the new sale page, fill in the necessary details.

You can give the sale a name and description, select the currency and value, assign it to a contact, and choose other parameters (priority, success rate, etc.).

Once the information is filled in, select the status and click Create:

Create a new sale

1. Once the sale is created, it will appear in the sales board.

You can update its status by dragging the item from one stage to another or by editing its settings.

You can also rearrange columns and lock their positions via the Settings button:

Create a new column in the sales tab

To add a new column, click the dedicated button on the far right.